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Why work with a CERTIFIED FINANCIAL PLANNER®️ professional?
While anyone can call themselves a financial planner, only those that have met the rigorous requirements of the CFP® Board can call themselves a CFP® professional.

These requirements include, education, examination, experience and ethical standards that promote excellence across the financial planning industry and gives consumers confidence that they are working with quality professionals.


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Key Contact

Jay Pelham

Jay Pelham, CFP®

President, Kaufman Rossin Wealth | President, Kaufman Rossin Insurance Services

Miami